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  • Prompted to save to Document Manager when emailing from BankLink Practice




BankLink Practice

MYOB has recently noticed that sending emails from BankLink Practice results in being prompted to save to MYOB Document Manager.  Document Manager uses Microsoft Outlook and this is generally triggered by an add-in feature that is active in Outlook.

In the past, some of these programs managed to send emails without Outlook activating this add-in, however it appears that since recent updates or changes within Outlook this may no longer be possible.

If you would prefer sending emails without being prompted to save to Document Manager you can temporarily disable the Document Manager add-in.  However, you will need to ensure that the add-in is re-enabled after, otherwise it will cause issues with Document Manager.

The following instructions step you through these processes.


To disable the Outlook Add-in
  1. Open Outlook.
  2. Click File (in the top left corner of the window).
  3. Click Options. The Outlook Options window appears.
  4. Click Add-ins from the left-hand panel. The details of the Add-ins appears in the right-hand panel.
  5. In the Manage field (at the bottom), select Com Add-Ins and click Go. The COM Add-Ins window appears.
  6. Deselect the MYOB Document Manager Outlook Add-in.
  7. Click OK. The Document Manager Toolbar is now removed from Outlook.

To enable the Document Manager add-in, repeat the above steps and select the MYOB Document Manager Outlook Add-in.